Manage users/es: Difference between revisions
From LimeSurvey Manual
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*y [http://www.docs.limesurvey.org/tiki-index.php?page=Survey+security+settings&structure;=English+Instructions+for+LimeSurvey configure los permisos de acceso de la encuesta (En inglés)] para el usuario. | *y [http://www.docs.limesurvey.org/tiki-index.php?page=Survey+security+settings&structure;=English+Instructions+for+LimeSurvey configure los permisos de acceso de la encuesta (En inglés)] para el usuario. | ||
The user management tool allows you to add additional administration users to LimeSurvey. We | The user management tool allows you to add additional administration users to LimeSurvey. We refer to them as 'users'. Do not confuse them with [[Survey participants|survey participants]] (respondents). | ||
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Then, click | Then, click '''Add user''' located in the upper right area of '''User control''' table. A window will be displayed asking you to: | ||
<div class="mw-translate-fuzzy"> | <div class="mw-translate-fuzzy"> | ||
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Below you can see four options under the '''Action''' column that allow you to: | |||
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*edit the general aspects of a user - by clicking the pen symbol. | *edit the general aspects of a user - by clicking the pen symbol. | ||
*delete the user from the survey administrators database - by clicking the | *delete the user from the survey administrators database - by clicking the trash button. | ||
*set global permissions for a user - by clicking the lock symbol. | *set global permissions for a user - by clicking the lock symbol. | ||
*set theme permissions for a user - by clicking the pen-and-lock symbol. | *set theme permissions for a user - by clicking the pen-and-lock symbol. | ||
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</div> | </div> | ||
Click the pen icon to edit user information. | |||
You can enter a new email address, name, and change their password. Click '''Save''' to confirm changes. | |||
==Delete user== | ==Delete user== | ||
To delete a user account, | To delete a user account, click the corresponding trash icon (located on the same line as the user account you want to delete) and click '''OK'''. | ||
<div class="mw-translate-fuzzy"> | <div class="mw-translate-fuzzy"> | ||
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{{Alert|Global permissions apply to the whole LimeSurvey application. If you want to set permissions only for a specific survey, you can use the [[Manage users#Setting permissions for a single survey|survey permissions settings]].}} | {{Alert|Global permissions apply to the whole LimeSurvey application. If you want to set permissions only for a specific survey, you can use the [[Manage users#Setting permissions for a single survey|survey permissions settings]].}} | ||
To set global permissions for a user, click | To set global permissions for a user, click the lock symbol. | ||
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The CRUD (create, read, update, and delete) system is employed ( | The CRUD (create, read, update, and delete) system is employed (as it is in the [[Manage users#Setting permissions for a single survey|survey permission settings]]). For more user permission options, we recommend extending the matrix using the double-right arrowhead, which is located in its upper right corner. If you check the first box, all the CRUD permissions in that row are automatically checked. | ||
<center>[[File:User_global_permission_complete.png]]</center> | <center>[[File:User_global_permission_complete.png]]</center> | ||
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* '''Participant panel''': For more details, continue reading about the [[Central Participant Database|central participant database here]]. | * '''Participant panel''': For more details, continue reading about the [[Central Participant Database|central participant database here]]. | ||
* '''Label sets''': Permission to create, view, update, delete, export, and import label sets. The label sets | * '''Label sets''': Permission to create, view, update, delete, export, and import label sets. The label sets do not have specific permissions (unlike themes). | ||
* '''Settings & Plugins''': With this permission a user can check data integrity, save the SQL database to an .sql file, manage global settings, view the PHP info in the global settings, and manage all plugins. | * '''Settings & Plugins''': With this permission a user can check data integrity, save the SQL database to an .sql file, manage global settings, view the PHP info in the global settings, and manage all plugins. | ||
* '''Survey groups'''{{NewIn|v=4.4.0}}: Give access to all surveys group. To allow user to manage their own surveys group, give the user the 'create' permission. A creator of a surveys group are (by default) the owner of this surveys group. | * '''Survey groups'''{{NewIn|v=4.4.0}}: Give access to all surveys' group. To allow user to manage their own surveys' group, give the user the 'create' permission. A creator of a surveys' group are (by default) the owner of this surveys' group. | ||
{{Note|Permission on a surveys group | {{Note|Permission on a surveys group does not give all rights on surveys, but a user can give rights on all surveys in surveys' group}} | ||
* '''Surveys''': Gives access to all surveys. To allow a user to only create and manage their own survey, give the user the 'create' permission. A creator of a survey is the owner of the survey and will always be able to manage it. Remember that each survey can grant different permissions . | * '''Surveys''': Gives access to all surveys. To allow a user to only create and manage their own survey, give the user the 'create' permission. A creator of a survey is the owner of the survey and will always be able to manage it. Remember that each survey can grant different permissions . | ||
{{Note|'''The global permission is applied before the survey-specific permission!'''}} | {{Note|'''The global permission is applied before the survey-specific permission!'''}} | ||
* '''Themes''': | * '''Themes''': Allows the user to use all the available design themes and edit all non-standard themes. A person with this right should have sufficient knowledge in terms of HTML, Javascript, and CSS. If a user is not familiar with these things and is supposed to use a specific design themes, it would be better to only give them 'read' permission. Each theme can have specific permissions. | ||
* '''User groups''': | * '''User groups''': Allows a user to create/view/update/delete user groups. | ||
* '''Users''': A user can create, modify, and delete | * '''Users''': A user can create, modify, and delete their own administration users with this permission. The newly created users cannot have higher permissions than the parent user. You will also not be able to edit users owned by other administration users. If this has to be done, then a Superadministrator permission must be granted. | ||
* '''Superadministrator''': | * '''Superadministrator''': Can only be added by other Superadministrator with this setting as update and grants full permission to the whole LimeSurvey application. | ||
*'''Use internal database authentication''': | |||
*'''Use internal database authentication''': Allows users to access LimeSurvey's panel via the authentication page (e.g. ''http://domain/admin/authentication/sa/login''). If it is unchecked and the respective user tries to connect to LimeSuvey's panel, they will get the following error: 'Internal database authentication method is not allowed for this user'. | |||
{{Note|All the permissions mentioned above that belong to the [[Optional_settings#Security|forced super administrator]] cannot be removed via the GUI.}} | {{Note|All the permissions mentioned above that belong to the [[Optional_settings#Security|forced super administrator]] cannot be removed via the GUI.}} | ||
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==Set theme permissions for a user== | ==Set theme permissions for a user== | ||
With theme permissions, you can decide which design themes a user can select when creating or editing a survey | With theme permissions, you can decide which design themes a user can select when creating or editing a survey. | ||
If you have specific design themes for a group of users or customers, you can restrict their access to other themes to ensure that they use only themes created for them. | |||
To set or edit the themes permissions for a user, | To set or edit the themes permissions for a user, click the pen-and-lock symbol for design themes. | ||
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Select the design themes to which the respective user or user groups should have access. After you finished your selection or deselection, do not forget to | Select the design themes to which the respective user or user groups should have access. After you finished your selection or deselection, do not forget to click '''Save''': [[File:Save.png|0.75px]]. | ||
To | To better understand this function, view [[Manage users#Examples|the examples provided below]]. | ||
=Use one-time passwords= | =Use one-time passwords= | ||
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To change the survey permissions, | To change the survey permissions, click the '''Settings''' tab. Then, click '''Survey permissions''' and choose to whom would you like to offer permissions. The rights can be offered either separately to specific users or to a user group. | ||
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<center>[[File:LimeSurveyUserPermissionMatrix.jpg]]</center> | <center>[[File:LimeSurveyUserPermissionMatrix.jpg]]</center> | ||
Click | You can set in this matrix the user's survey permissions. Checking a box grants survey permissions to the respective user. If you click a checkbox from the first column, all the rights of the corresponding line will be selected/removed. | ||
After you finished editing the survey permissions, click | |||
Click the double-right arrowhead to access the extended version of the matrix to choose specifically the actions that can be performed by a user. | |||
After you finished editing the survey permissions, click '''Save''', which is located in the upper right corner of the screen. | |||
Some examples are provided [[Manage_users#Examples|below]] in order to help you get a better understanding of Limesurvey's survey permissions system. | Some examples are provided [[Manage_users#Examples|below]] in order to help you get a better understanding of Limesurvey's survey permissions system. | ||
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==Grant survey permissions to a user group== | ==Grant survey permissions to a user group== | ||
Click | Click '''add a user group''' and select the user group to which you would like to add the permission rights. | ||
<center>[[File:LimeSurveyPermissionRightsUserGroup.png]]</center> | <center>[[File:LimeSurveyPermissionRightsUserGroup.png]]</center> | ||
In the next step, select the permissions that you will allocate to the members of that user group. Do not forget to click | In the next step, select the permissions that you will allocate to the members of that user group. Do not forget to click the double right arrowhead to get an extended view of the permissions matrix. | ||
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After you finished editing the survey permissions, click | After you have finished editing the survey permissions, click '''Save''', which is located in the upper right part of the screen. | ||
Some examples are provided [[Manage_users#Examples|below]] | Some examples are provided [[Manage_users#Examples|below]] to help you get a better understanding of the Limesurvey's survey permissions system. | ||
{{Note|[[Manage user groups|The user group function]] is still experimental. Use our [https://bugs.limesurvey.org/ bugs tracker] to describe any kind of inconsistencies.}} | {{Note|[[Manage user groups|The user group function]] is still experimental. Use our [https://bugs.limesurvey.org/ bugs tracker] to describe any kind of inconsistencies.}} | ||
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== | ==Add new LimeSurvey adminisrator== | ||
* Log in as '''admin'''. | * Log in as '''admin'''. | ||
* Create a new user account. | * Create a new user account. | ||
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* ''Not necessary'' : Setting the survey permissions ('''Superadministrator''' has all permissions for all surveys). | * ''Not necessary'' : Setting the survey permissions ('''Superadministrator''' has all permissions for all surveys). | ||
==A new user wants to create their own surveys== | |||
==A new user wants to create | |||
* Log in as '''admin''' (or as a user that has the '''Superadministrator''' permission). | * Log in as '''admin''' (or as a user that has the '''Superadministrator''' permission). | ||
* Create a new user account. | * Create a new user account. | ||
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Sin embargo, sólo el primer superadmin (el configurado durante la instalación), puede dar este privilegio a otros usuarios. | Sin embargo, sólo el primer superadmin (el configurado durante la instalación), puede dar este privilegio a otros usuarios. | ||
</div> | </div> | ||
<div class="mw-translate-fuzzy"> | <div class="mw-translate-fuzzy"> | ||
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<center>[[File:LimeSurveyCusomerOwnStatistics.jpg]]</center> | <center>[[File:LimeSurveyCusomerOwnStatistics.jpg]]</center> | ||
== | ==Granting permission for help with translation of a survey== | ||
* Log in as ''admin'' (or as a user that has the ''Superadministrator'' permission). | * Log in as ''admin'' (or as a user that has the ''Superadministrator'' permission). | ||
* Create ''n'' user accounts (where n is the number of translators). | * Create ''n'' user accounts (where n is the number of translators). |
Revision as of 17:07, 5 June 2021
General
Al hacer click en el ícono se abre la ventana para el manejo de usuarios. Dependiendo de los permisos que tenga asignados, podrá cambiar su contraseña o manipular otras cuentas de usuarios cambiando sus privilegios.
En este contexto, el término usuario se refiere a un alguien que puede hacer login a la interface de administración de encuestas
Si quiere darle a un usuario acceso limitado a una encuesta,
- primero debe crear el usuario;
- luego, elegir la encuesta en el panel de administración;
- elegir "Survey security settings" (Configuración de seguridad para la encuesta),
- agregar el usuario
- y configure los permisos de acceso de la encuesta (En inglés) para el usuario.
The user management tool allows you to add additional administration users to LimeSurvey. We refer to them as 'users'. Do not confuse them with survey participants (respondents).
Agregar un usuario
Abajo de la pantalla hay una linea con cajitas de texto que le dejan definir nuevos usuarios:
Then, click Add user located in the upper right area of User control table. A window will be displayed asking you to:
- Username: El nombre de usuario con el que hará login.
- Email: El email del usuario, usado para enviarle la contraseña y otra información administrativa.
- Full Name: El nombre completo del usuario, como aparecerá en otros lugares.
al cliquear en el botón Add User el sistema genera automáticamente una contraseña para ese usuario.
A menos que use 'Web server Authentication Delegation', el sistema le envía un email al usuario con toda la información necesaria para hacer login (URL de administración, nombre de usuario y contraseña).
Si el usuario no tiene email, debe volver atrás y cambiar a mano la contraseña; luego, obviamente, debe dársela al usuario.
Below you can see four options under the Action column that allow you to:
- edit the general aspects of a user - by clicking the pen symbol.
- delete the user from the survey administrators database - by clicking the trash button.
- set global permissions for a user - by clicking the lock symbol.
- set theme permissions for a user - by clicking the pen-and-lock symbol.
Configurar los permisos de usuario
Click the pen icon to edit user information.
You can enter a new email address, name, and change their password. Click Save to confirm changes.
Delete user
To delete a user account, click the corresponding trash icon (located on the same line as the user account you want to delete) and click OK.
Configurar los permisos de usuario
To set global permissions for a user, click the lock symbol.
The CRUD (create, read, update, and delete) system is employed (as it is in the survey permission settings). For more user permission options, we recommend extending the matrix using the double-right arrowhead, which is located in its upper right corner. If you check the first box, all the CRUD permissions in that row are automatically checked.
Para cada usuario, independientemente de la encuesta, puede tener estos permisos:
- Permisos de superadmin
- Crear encuestas
- Configurador
- Crear usuarios
- Borrar usuarios
- Administrar templates o plantillas
- Administrar label-sets/labels
- Participant panel: For more details, continue reading about the central participant database here.
- Label sets: Permission to create, view, update, delete, export, and import label sets. The label sets do not have specific permissions (unlike themes).
- Settings & Plugins: With this permission a user can check data integrity, save the SQL database to an .sql file, manage global settings, view the PHP info in the global settings, and manage all plugins.
- Survey groups (New in 4.4.0 ): Give access to all surveys' group. To allow user to manage their own surveys' group, give the user the 'create' permission. A creator of a surveys' group are (by default) the owner of this surveys' group.
- Surveys: Gives access to all surveys. To allow a user to only create and manage their own survey, give the user the 'create' permission. A creator of a survey is the owner of the survey and will always be able to manage it. Remember that each survey can grant different permissions .
- Themes: Allows the user to use all the available design themes and edit all non-standard themes. A person with this right should have sufficient knowledge in terms of HTML, Javascript, and CSS. If a user is not familiar with these things and is supposed to use a specific design themes, it would be better to only give them 'read' permission. Each theme can have specific permissions.
- User groups: Allows a user to create/view/update/delete user groups.
- Users: A user can create, modify, and delete their own administration users with this permission. The newly created users cannot have higher permissions than the parent user. You will also not be able to edit users owned by other administration users. If this has to be done, then a Superadministrator permission must be granted.
- Superadministrator: Can only be added by other Superadministrator with this setting as update and grants full permission to the whole LimeSurvey application.
- Use internal database authentication: Allows users to access LimeSurvey's panel via the authentication page (e.g. http://domain/admin/authentication/sa/login). If it is unchecked and the respective user tries to connect to LimeSuvey's panel, they will get the following error: 'Internal database authentication method is not allowed for this user'.
Set theme permissions for a user
With theme permissions, you can decide which design themes a user can select when creating or editing a survey.
If you have specific design themes for a group of users or customers, you can restrict their access to other themes to ensure that they use only themes created for them.
To set or edit the themes permissions for a user, click the pen-and-lock symbol for design themes.
Select the design themes to which the respective user or user groups should have access. After you finished your selection or deselection, do not forget to click Save: .
To better understand this function, view the examples provided below.
Use one-time passwords
A user can call the LimeSurvey login at /limesurvey/admin and enter a username and a one-time password (which was previously written into the users table - column one_time_pw - by an external application).
To enable this login method, the line $use_one_time_passwords = false;
has to be set 'true' in config.php (it is 'false' by default) .
The URL has to contain the following variables:
- user: The username normally used to login into LimeSurvey. This username has to exist in the 'users' table of the database.
- onepass: The plain text password which is then compared to the password in the 'users' table
A valid URL to login using a one-time password will look like this:
Things to watch out for:
- To enable this login method, the line
$use_one_time_passwords = false;
has to be settrue
in config.php (it is 'false' by default). - The passed username has to exist in LimeSurvey's users table.
- The one-time password (which can be set via an external application) has to be stored as MD5 hash in column one_time_pw of table users.
- (This should be ignored except "Both passwords have to match") The passed plain text password will be hashed using the sha256 function and will then be compared to the stored hash in column one_time_pw of table users. Both passwords have to match.
- After the first login with the one-time password, it gets deleted from the database. The user won't be able to log in anymore with that respective password a second time.
- My local LS system can't test the permissions with different accounts (my email password does not have a way to be connected).
Permiso de configurador
Este permiso determina si el usuario puede ejecutar las siguientes acciones:
- Chequear la integridad de los datos
- Hacer backups o resguardos de la base de datos
- Acceder a la información de phpinfo en la pantalla de overview summary
To change the survey permissions, click the Settings tab. Then, click Survey permissions and choose to whom would you like to offer permissions. The rights can be offered either separately to specific users or to a user group.
Grant survey permissions to a user
In the next step, select the user that will receive survey rights and click Add user.
After you click Set survey permissions, the user's survey permissions matrix will be shown.
You can set in this matrix the user's survey permissions. Checking a box grants survey permissions to the respective user. If you click a checkbox from the first column, all the rights of the corresponding line will be selected/removed.
Click the double-right arrowhead to access the extended version of the matrix to choose specifically the actions that can be performed by a user. After you finished editing the survey permissions, click Save, which is located in the upper right corner of the screen.
Some examples are provided below in order to help you get a better understanding of Limesurvey's survey permissions system.
Grant survey permissions to a user group
Click add a user group and select the user group to which you would like to add the permission rights.
In the next step, select the permissions that you will allocate to the members of that user group. Do not forget to click the double right arrowhead to get an extended view of the permissions matrix.
After you have finished editing the survey permissions, click Save, which is located in the upper right part of the screen.
Some examples are provided below to help you get a better understanding of the Limesurvey's survey permissions system.
Permiso para crear/borrar usuarios
Se le puede dar a un usuario el permiso para crear otros usuarios. En este caso, podran darle a los nuevos usuarios, como mucho, los permisos que ellos mismos tienen, pero no más.
En el caso de que un usuario requiera mayores permisos que su 'padre', el primer superadmin deberá 'adoptar' a este usuario haciendo click en 'Take Ownership', en la linea que describe al usuario.
Sólo entonces el administrador podrá darle al usuario los permisos requeridos.
Por otro lado, un usuario puede tener permisos para borrar los usuarios que ha creado.
Add new LimeSurvey adminisrator
- Log in as admin.
- Create a new user account.
- Grant that user the Superadministrator permission.
- Not necessary : Setting the theme permissions (Superadministrator has all permissions for all themes).
- Not necessary : Setting the survey permissions (Superadministrator has all permissions for all surveys).
A new user wants to create their own surveys
- Log in as admin (or as a user that has the Superadministrator permission).
- Create a new user account.
- Set global permissions for that user to Create survey.
- Optional : Set theme permissions - select which theme(s) should be used by the user/user group.
Permisos de superadmin
Un usuario con SuperAdmin tiene el permiso de administrar todos los objetos del sistema (encuestas, preguntas, plantillas, etiquetas, usuarios).
Sin embargo, sólo el primer superadmin (el configurado durante la instalación), puede dar este privilegio a otros usuarios.
Permisos sobre templates o plantillas
El botón 'Set Template Rights' permite especificar qué plantilla puede usar un usuario en sus encuestas. La plantilla 'default' siempre está accesible para todos los usuarios.
NOTA: Aquí estamos hablando del permiso para usar la plantilla, y NO para modificarla.
Permisos sobre Labelset
Este permiso habilita a los usuarios a editar los labelsets globales a todas las encuestas.
Granting permission for help with translation of a survey
- Log in as admin (or as a user that has the Superadministrator permission).
- Create n user accounts (where n is the number of translators).
- Create a user group called Translators and add the n accounts to this group.
- Go to the Survey permissions and click on Add a user group.
- If they only do translations, then offer them the Quick translation permission.